Independent Franchise Partners Adds $196M in TransUnion ($TRU)

Key Points

  • Independent Franchise Partners changed its TransUnion ($TRU) stake by 32.78% last quarter, boosting to 12,131,944 shares worth $795.86 million.
  • Wall Street's consensus rating on $TRU is Buy and an average price target of $96.57.
  • $TRU last traded around $65.60.

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Independent Franchise Partners increased its position in TransUnion ($TRU) by 32.78% during the most recent quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 12,131,944 shares of TransUnion after buying 2,995,041 shares during the quarter. Independent Franchise Partners's holdings in TransUnion were worth $795.86 million as of its most recent filing.

TransUnion Stock Down 23.4%

Shares of TransUnion ($TRU) traded around $65.60 on Saturday, down 23.4% for the day.

Last price$65.60
Market cap$16.27B
P/E ratio22.40
Forward P/E15.15
PEG ratio1.35
Beta1.53
52-week low$63.37
52-week high$95.50
50-day MA$77.90
200-day MA$76.55
Current ratio1.90
Quick ratio1.65
Debt-to-equity1.13

TransUnion Earnings

EPS (ttm)$3.79
Revenue (ttm)$4.90B
Revenue growth14.90%
Net margin15.08%
Return on equity15.63%
Next earningsOct 22, 2026

TransUnion Dividend

Annual dividend$0.50
Dividend yield58%
Payout ratio12.66%
Ex-dividend dateAug 20, 2026

Analysts Set New Price Targets

ConsensusBuy
Average target$96.57
High target$115
Low target$77
Analysts covering21

About TransUnion

TransUnion operates as a global consumer credit reporting agency that provides risk and information solutions. The company operates in two segments, U.S. Markets and International. The U.S. Markets segment provides credit reporting, credit marketing, analytics and consulting, identity verification, and authentication and debt recovery solutions for financial services industry; and onboarding and transaction processing products, scoring and analytic products, marketing solutions, fraud and identity management solutions, and customer retention solutions, as well select market-specific solutions for insurance, technology, retail and e-commerce, telecommunications, media, tenant and employment screening, collections, and public sectors. It also offers credit reports, scores, and freezes credit monitoring, identity protection and resolution, and financial management for consumers, as well as helps businesses respond to data breach events through its own websites, as well as channels. The International segment offers credit reports, analytics, technology solutions, and other value-added risk management services; consumer services, which helps consumers to manage their personal finances; credit bureaus; and consumer and business credit reporting, insurance and auto information solutions, and commercial credit information services. This segment serves customers in financial services, retail credit, insurance, automotive, collections, public sector, and communications industries through direct and indirect channels. The company was formerly known as TransUnion Holding Company, Inc. and changed its name to TransUnion in March 2015. TransUnion was founded in 1968 and is headquartered in Chicago, Illinois.

ExchangeNYSE
SectorFinancial Services
IndustryFinancial Data & Stock Exchanges
HeadquartersChicago, IL
CEOMr. Christopher A. Cartwright
Employees13,000

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